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Equitable (EQH) Stock Analysis

This is a peer-relative look at Equitable (EQH): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Financial Services peers, so every number reads in context rather than in isolation.

Company Profile

Company profile fields for Equitable (EQH)
Profile ItemEQH
NameEquitable Holdings Inc.
Country/RegionUnited States
GICS SectorFinancials
GICS Industry GroupFinancial Services
GICS IndustryFinancial Services
GICS Sub-IndustryDiversified Financial Services
Market Capitalization14.04 billion USD
CurrencyUSD
ExchangeNYSE
Listing DateMay 10, 2018
Security TypeCommon Stock

Price Performance

Cumulative Growth

EQH
GSPC
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Equitable (EQH) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Equitable (EQH) and S&P 500 (GSPC). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Equitable (EQH) and S&P 500 (GSPC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Equitable (EQH) metric values compared with Financial Services industry-group medians
MetricCurrent stock: EQHIndustry group median
Total Return (1Y)26.35%1.90%
Total Return (3Y, Annualized)32.07%12.71%
Total Return (5Y, Annualized)12.88%2.81%

Risk Profile

Drawdown History

EQH
GSPC
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Equitable (EQH) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Equitable (EQH) and S&P 500 (GSPC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Equitable (EQH) metric values compared with Financial Services industry-group medians
MetricCurrent stock: EQHIndustry group median
Volatility (1Y, Annualized)33.44%36.24%
Beta (5Y)1.041.04
Max Drawdown (5Y)-35.85%-48.56%

Risk-Adjusted Performance

Risk-Return Positioning

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Each dot is a stock plotted by 1-year volatility (risk) and 1-year return. EQH is highlighted; the dashed line is the Capital Allocation Line from the risk-free rate through the industry median — dots above it are stronger on a risk-adjusted basis.

Risk-Adjusted Metrics

Equitable (EQH) metric values compared with Financial Services industry-group medians
MetricCurrent stock: EQHIndustry group median
Sharpe Ratio (1Y)0.66-0.09
Sortino Ratio (1Y)0.94-0.13

Profitability

ROE (TTM)

Equitable (EQH) posts ROE of 171.08%, above the industry benchmark range. Equity is being turned into profit at an exceptional rate, but very high ROE should still be checked against leverage, buybacks, and the size of the equity base.

EQH

Financial Services industry group

171.08%

Group distribution
EQH
171.08%
Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
Largest peers
MA
231.37%
EQH
171.08%
V
63.51%
MS
18.04%
GS
17.71%
BRK.A
12.12%
BRK.B
12.12%
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Where Equitable (EQH) stands on ROE within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Net Margin (TTM)

Equitable (EQH) keeps 11.52% of revenue as net profit, roughly in line with the peer group’s normal net margin range. Its full cost stack is taking a typical share of sales for the industry.

EQH

Financial Services industry group

11.52%

Group distribution
Max
62.84%
Q3
28.05%
Median
15.36%
EQH
11.52%
Q1
4.82%
Min
-28.52%
Largest peers
V
51.20%
MA
46.73%
GS
31.21%
MS
25.63%
BRK.A
22.30%
BRK.B
22.30%
EQH
11.52%
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Where Equitable (EQH) stands on net margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Operating Margin (TTM)

Equitable (EQH) turns 37.18% of revenue into operating profit, roughly in line with the peer group’s normal operating margin range. Its core cost structure looks typical for the industry.

EQH

Financial Services industry group

37.18%

Group distribution
Max
107.33%
Q3
55.90%
EQH
37.18%
Median
30.09%
Q1
14.60%
Min
-44.34%
Largest peers
V
63.73%
MA
60.53%
MS
39.00%
GS
38.37%
EQH
37.18%
BRK.A
32.56%
BRK.B
32.56%
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Where Equitable (EQH) stands on operating margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Profitability Metrics

Equitable (EQH) metric values compared with Financial Services industry-group medians
MetricCurrent stock: EQHIndustry group median
ROE (TTM)171.08%12.91%
ROA (TTM)0.45%3.60%
Net Margin (TTM)11.52%15.36%
Operating Margin (TTM)37.18%30.09%
Gross Margin (TTM)----

Growth

Revenue Growth

Equitable (EQH) grew revenue -6.12%, in the lower peer quartile. The top line is expanding more slowly than at most peers, which can reflect softer demand, lost share, or weaker pricing.

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Equitable (EQH): Revenue Growth across different time periods, set against Financial Services industry-group medians.

EPS Growth

Equitable (EQH) grew earnings per share -227.78%, below the industry benchmark range. Per-share profits are trailing virtually every peer, which can point to margin pressure, one-off charges, or dilution.

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Equitable (EQH): EPS Growth across different time periods, set against Financial Services industry-group medians.

Growth Metrics

Equitable (EQH) metric values compared with Financial Services industry-group medians
MetricCurrent stock: EQHIndustry group median
Revenue Growth (YoY)-6.12%9.46%
Revenue Growth (3Y CAGR)-2.65%10.90%
EPS Growth (YoY)-227.78%7.46%
EPS Growth (3Y CAGR)--13.04%

Financial Strength

Current Ratio (MRQ)

current ratio is set aside for Equitable (EQH) in Financial Services: these balance sheets are not best read through a current/non-current split, so regulatory, funding, or liquidity-coverage measures usually matter more.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for Equitable (EQH) in Financial Services: leverage is part of the business model itself, so capital adequacy, funding mix, and regulatory measures are usually better risk gauges.

Financial Strength Metrics

Equitable (EQH) metric values compared with Financial Services industry-group medians
MetricCurrent stock: EQHIndustry group median
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Equitable (EQH) has dividend yield of 0.51%, in the industry’s normal income range. It provides a meaningful dividend without the red flag of an unusually high headline yield.

EQH

Financial Services industry group

0.51%

Group distribution
Max
9.77%
Q3
3.92%
Median
1.09%
EQH
0.51%
Q1
0.00%
Min
0.00%
Largest peers
MS
2.40%
GS
2.07%
V
0.66%
MA
0.53%
EQH
0.51%
BRK.A
0.00%
BRK.B
0.00%
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Where Equitable (EQH) stands on dividend yield within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

Equitable (EQH) has payout ratio of 22.49%, within the industry’s typical payout band. The dividend shares profits with investors while leaving earnings coverage that looks normal for the peer group.

EQH

Financial Services industry group

22.49%

Group distribution
Max
241.07%
Q3
97.36%
Median
25.77%
EQH
22.49%
Q1
0.00%
Min
0.00%
Largest peers
MS
32.91%
GS
25.88%
EQH
22.49%
V
21.75%
MA
17.63%
BRK.A
0.00%
BRK.B
0.00%
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Where Equitable (EQH) stands on payout ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Metrics

Equitable (EQH) metric values compared with Financial Services industry-group medians
MetricCurrent stock: EQHIndustry group median
Dividend Yield (TTM)0.51%1.09%
Dividend Payout Ratio (TTM)22.49%25.77%

Valuation

P/E Ratio (TTM)

Equitable (EQH) trades at P/E ratio of 10.39, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.

EQH

Financial Services industry group

10.39

Group distribution
Max
45.85
Q3
24.64
Median
15.37
EQH
10.39
Q1
9.68
Min
0.16
Largest peers
V
34.31
MA
34.15
MS
14.39
BRK.A
14.36
BRK.B
14.36
GS
12.45
EQH
10.39
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Where Equitable (EQH) stands on P/E ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

P/S Ratio (TTM)

Equitable (EQH) trades at 1.08 on P/S ratio, in the lower sales-valuation quartile for its industry. That points to a cheaper revenue stream than most peers, with margin quality still doing the heavy lifting.

EQH

Financial Services industry group

1.08

Group distribution
Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
EQH
1.08
Min
-0.55
Largest peers
V
17.18
MA
15.67
MS
3.55
GS
3.52
BRK.A
3.18
BRK.B
3.18
EQH
1.08
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Where Equitable (EQH) stands on P/S ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

P/B Ratio (MRQ)

Equitable (EQH) has negative P/B ratio of -4.92, which means reported book equity is negative. Price-to-book breaks down in this situation and should not be used as a valuation signal.

EQH

Financial Services industry group

-4.92

Group distribution
Max
7.79
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
EQH
-4.92
Largest peers
MA
84.30
V
22.05
MS
2.65
GS
2.36
BRK.A
1.72
BRK.B
0.00
EQH
-4.92
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Where Equitable (EQH) stands on P/B ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Valuation Metrics

Equitable (EQH) metric values compared with Financial Services industry-group medians
MetricCurrent stock: EQHIndustry group median
P/E Ratio (TTM)10.3915.37
P/S Ratio (TTM)1.082.72
P/B Ratio (MRQ)-4.921.57
Free Cash Flow Yield (TTM)----